CompanyIQ® AnswerDesk
Frequently Asked Questions
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SEC Disclosures
How do you search SEC EDGAR filings and disclosures?
SEC Filings are easily searchable through our SEC Disclosures Module. Within this module, you can search for specific concepts using Boolean Operators in your keyword search.
You can target:
350+ Form Types
Specific Itemizations
Financial Footnotes
Exhibits
Contracts by Clauses.
Use our advanced filters to identify companies by:
Peers
Index
Sector
Financial Metric
Location.
Once you have your search results, you can save, export, set alerts, and apply advanced analytics filters.
Can you create company peer lists?
Besides 10-K, 10-Q, 8-K, what other SEC forms are included in your SEC filings database?
Our TIME™ Text Information Mining Engine extracts and collates language and intelligence from all publicly available forms filed with the SEC (350+ form filings). You can also search for Earnings Releases, and we have a research module dedicated to public company Charters and Polices.
Does your SEC EDGAR database include proxy statements?
Proxy statements are available for searching within our SEC Disclosures Module. Simply type “DEF” in the Form Type search box to identify proxy statements.
What are the sources for your database?
CompanyIQ® sources intelligence from publicly available documents. These are primarily obtained from the SEC EDGAR database along with public company websites.
Do you have data on S&P500 companies?
We have data available for all US public companies and some foreign filers. You can search for S&P 500 companies specifically by selecting that option below the Company Search box in the SEC Disclosures and Comment Letters Modules. Our additional modules also allow you to compare and benchmark intelligence from multiple indices, sectors, and custom peer lists.
How many years of EDGAR data is in your database?
CompanyIQ® keeps a mirror repository of the SEC EDGAR database, beginning with HTML filings as of 2001.
Can I search within SEC filings for specific items, exhibits, or financial footnotes?
Yes. You can use our advanced filter options to limit your keyword search to specific items, exhibits, financial footnotes, and contracts. You can also limit your keywords more specifically to an exhibit title or agreement header. In addition, you can apply your keywords in relation to dollar amounts, numbers, percentages, and tables. Turning on “Smart Search” will allow you to target specific items or footnotes from the basic search screen “Form Type” field.
SEC Comment Letters
How do you search SEC Comment Letters?
Our SEC Comment Letters module lets you search for keywords and concepts in SEC Comment Letters, in company responses and pushbacks, or by topic. Search results will always show the linked SEC Comment Letter and company response side by side. You can also follow all rounds for a specific comment letter as well as identify cases of pushback where there are multiple rounds prior to the comment close.
How do you search for SEC guidance?
From the basic search screen, click on the Advanced Tab. Then select the Literature filter. Here you will find filters for Accounting Standards Codifications, Updates, and Regulations.
Are SEC Comment Letters the same as EDGAR UPLOAD documents?
Yes, SEC Comment Letters are the correspondence from the SEC to a company. Companies are given ten days to respond to SEC compliance comments.
Are SEC Comment Letters the same as EDGAR CORRESP documents?
No, the EDGAR CORRESP is where a company responds to the SEC’s comments.
What is unique about your SEC Comment Letters database?
Our SEC Comment Letters database threads multiple rounds of comments and responses together to identify pushbacks by companies and comments by SEC examiners and the SEC Corp Fin Office.
What type of keyword searches and filters can you conduct in your SEC comment letters database?
The Advanced Filters for our SEC Comment Letters module include:
Company Filters
Form Filters
Literature
Pushback
In each case, you can couple these filters with specific keywords and Boolean Operators.
What type of SEC Boolean searches can be done?
The Boolean Operators that you can use are: quotation marks, parentheses, AND, OR. You can also apply your keywords specifically to tables, or to quantified text (in relation to dollar amounts, numbers, and percentages). Keyword searches are automatically stemmed, so there is no need to use “*” to find variations. Also, Proximity Operators are not required as our AI engine automatically searches for keywords in context, delivering that context as a preview paragraph in your search results.
Can I search within SEC Comment Letters for specific items, exhibits, or financial footnotes?
Yes. You can use our advanced filter options to limit your keyword search to specific items, exhibits, financial footnotes, and contracts. You can also limit your keywords more specifically to an exhibit title or agreement header. In addition, you can apply your keywords in relation to dollar amounts, numbers, percentages, and tables. Turning on “Smart Search” will allow you to target specific items or footnotes from the basic search screen “Form Type” field.
Executive & Director Compensation
Do you have data on CEO pay ratios?
For your selection of companies, indices, or sectors, we provide CEO to Median Employee Pay Ratios, as well as the Consistently Applied Compensation Measure (CACM). Additionally, we provide Methodology Disclosures, as well as Supplemental Disclosures.
What data do you have on executive perks?
We have information from NEOs’ compensation. It usually includes transportation, executive aircraft perks, security, club memberships, etc.
How do we establish peer groups?
Peer groups are easily created within our CompanyIQ® AnswerDesk Modules. Begin by turning on Smart Search (above the Company Search Box). Then type in a company name to pull up the Quick Peers feature. This will show you which companies are listed as peers by your target company in their proxy. You will also find tabs here with peers of peers, companies in similar sectors, and companies which share directors with your target company.
What components of board chairman pay do you provide?
Our database contains information on:
Meeting Fees
Annual Retainer Fees in Cash and Equity
Appreciation Awards
Full Value Awards for Annualized Equity Grants.
Which elements of c-suite compensation does your database include?
Our Executive Compensation module includes:
Cash Compensation Current Year and 3-Year Average:
Cash Compensation
Reported Salary
Target Bonus and Percentage
Target Total Cash Compensation
Equity Compensation Current Year and 3-Year Average:
Time Vested Stock
Performance Vested Awards
Stock Options
Total LTI
LTI Multiple
What items does you Pay Elements Report cover?
Salary, Bonus
Stock Awards
Stock Options
LTI
STI
Non-Equity Incentive Compensation
Change in Pension Value
All other Compensation (including Grants of Plan Based Awards Table)
Total Compensation.
Do you include data on CFO compensation?
Yes. See c-suite compensation above for further detail on execucomp.
What datasets do you have on CEO incentive plans and stock awards?
Provided in our Pay Elements Report: Salary, Bonus, Stock Awards, Stock Options, LTI (Long-Term Incentive), STI (Short-Term Incentive), Non-Equity Incentive Compensation, Change in Pension Value, all other Compensation (including Grants of Plan Based Awards Table), and Total Compensation
How do I identify median employee salary?
Within the Executive & Director Compensation Module, select the report titled “Pay Ratio: CEO to Median Employee Pay Ratios”
Corporate Governance
What type of board diversity statistics do you offer?
Within the Corporate Governance Module, there are several reports that offer statistics and benchmarking for board diversity:
Governance Practices Set 2:Datapoint for 1/3 female representation on board of directors.
Independent, Chair, Lead Director has datapoints for:Female Non-Executive ChairFemale Lead Director
Board Composition:Percentage of Female Board MembersFemale Non-Independent DirectorsFemale Independent Directors
Additional reports are available on diversity of tenure, age, and skillset.
What kind of datasets do you have on board diversity?
Within the Corporate Governance Module, there are several reports that offer statistics and benchmarking for board diversity:
Governance Practices Set 2:Datapoint for 1/3 female representation on board of directors.
Independent, Chair, Lead Director has datapoints for:Female Non-Executive ChairFemale Lead Director
Board Composition:Percentage of Female Board MembersFemale Non-Independent DirectorsFemale Independent Directors
Additional reports are available on diversity of tenure, age, and skillset.
What level of detail do you have on say on pay proxy votes?
Statistics on the following votes: For, Against, Abstain, For Shares, Against Shares, Abstain Shares, Non-Vote Shares.
Our say on pay proxy vote reports include: failed SOP packages and votes for proposals receiving less than 70% support.
What is the scope of corporate governance data that you have?
Our Corporate Governance modules contains hundreds of datapoints on topics such as:
Board Attendance
Board Composition
Board Diversity
Board Meeting Details
Board Tenure
Board Skill Set
Classified Board
CEO and Director Removal
CEO and Director Changes in Last 12 Months
CEO Incentive Pay Clawback
CEO Succession Plan
Cybersecurity Oversight
Director Age
Director Age Limits
Director Performance Review
Double Trigger
Executive CEO
Independent Chair
Independent Director
Lead Director
Non-Executive CEO
Overboarding
Pledging/Hedging Stocks
Poison Pill / Shareholder Rights Plan
Special Meetings
Supermajority Voting
Telephonic Meetings
Written Consent
Proxy Proposals & Shareholder Engagement

What details does your SEC database have on proxy proposals that appear in proxy statements?
Our Proxy Proposals & Shareholder Engagement module contains data on shareholder proposal sponsors, vote outcomes, and topics.
Do you have data on Rule 14a-8 decisions?
SEC action on Rule 14a-8 no-action requests to omit shareholder proposals from annual proxies for vote at AGMs is included in our Proxy Proposals & Shareholder Engagement module.
How quickly do you have filings from the current proxy season?
Data from proxy season filings is available in real-time, within minutes of disclosure to the SEC EDGAR database.
How do you organize proxy proposals in your database?
They are organized by year, sponsor, vote outcome, and topic in our Proxy Proposals & Shareholder Engagement module.
What data points do you have on management proposals in annual proxy statements?
The Proxy Proposals and Shareholder Engagement module has source links to the original proxy statements and vote outcomes. All data is sorted by index: Dow 30, S&P 100, S&P 400, S&P 500, S&P 600, Russell 1000, Russell 2000, and Russell 3000.
How quickly does your database update during proxy season and shareholder proposal season?
The database updates in real-time, within minutes of SEC EDGAR filings being completed.
What types of datasets do you have on shareholder engagement?
The Proxy Proposal and Shareholder Engagement module contains datasets on:
Sponsors
Vote Results
SEC Rule 14a-8 no-action decisions
Animal Rights
Board Declassification
Board Diversity
Board Size
Bylaws Repeal
Charitable Contributions
Cumulative Voting
Director Nominations
Drug Pricing
ESG
Equal Vote per Share
Executive Compensation
Human Rights
Independent Board Chair
Lobbying
Majority Voting Rights
Political Activity
Proxy Access
Say on Pay
Special Meeting Rights
Supermajority Vote Removal
Vesting Due to Government Service
Written Consent
Charters & Policies
What type of information do you have on corporate charters?
The Charters & Policies module contains information on:
Animal Welfare Policies
Anti-Fraud Polices
Articles of Incorporation
Audit Committees Charters
Bylaws
Clawback Policy
Climate Change Policies
Code of Conduct Policies
Code of Ethics Policies
Compensation Committees Charters
Conflict of Interest Policies
Corporate Governance Committee Charters
Corporate Governance Guidelines
Cybersecurity and Data Privacy Policies
Director Independence
Drug Policies
Employment Policies
ESG Policies
Export and Import Policy
Golden Parachute Policies
Governance Committees Charters
Human Rights Policies
Nominating Committees Charters
Overboarding Policies
Poison Pill Policies
Risk Committees Policies
Sexual Harassment Policies
Tax Policies
Technology Committees Charters
Trade Policies
Whistleblower Policies
What is the source of your corporate charters database?
SEC EDGAR filings and corporate websites.
What type of information do you have on board of directors’ committee charters?
The Charters & Policies module contains links and downloads of company charters.
Which company charters do you offer?
All standing and special committees are available in the Charters & Policies module.
What data details do you have on ESG policies?
The Charters & Policies module contains all ESG policies and reports, climate change policies and reports, and sustainability policies and reports. All of these are searchable by keyword.
Risk Factors, Accounting Standards, and MD&A
What data points do you have on company risk factors?
Item 503(c) of Regulation S-K is one of the SEC regulations on risk factors. Our Risk Factors database contains information from company Form 10-K filings on:
Brexit
Capital Markets and Economic Conditions
Company Reputation
Competitive Landscape
Consumer Power
Corporate Finance and Operations
Corporate Growth Strategies
Cybersecurity
Debt and Agreement
Energy and Natural Resources
Environmental
Governance Matters
Government and Regulation
Human Capital and Labor Relations
Innovation and Competitiveness
Investment Portfolio
Key Personnel
Limitations
Litigation and Legal Liabilities
Natural and Human Disruptions
Security of Physical Assets
Shares
Spinoff
Supply Chain and Third Party
Volatile Stock
Which SEC EDGAR forms does your database parse for corporate risk factors disclosures?
Our database contains information from annual reports filings with the SEC, also known as Form 10-K, and quarterly reports filed with the SEC, known as 10-Qs.
How many years of FASB accounting standards updates (ASUs) does your CompanyIQ® AnswerDesk database contain?
We maintain 10 years of FASB ASU data, including Topic 605 on Revenue Recognition, Topic 606 on Revenue from Contracts with Customers, Topic 840 Leases, and Topic 842 Leases.
We have data on the following 100+ ASUs issued by FASB since 2009:
2021
ASU Topic
1) 2020-01 Reference Rate Reform (ASC Topic 848)
2) 2020-02 Franchisors-Revenue from Contracts with Customers (Subtopic 952-606)
3) 2020-03 Intangibles-Goodwill and Other (ASC 350)
4) 2020-04 Earnings Per Share (ASC 260)
5) 2020-04 Debt-Modifications and Extinguishments (Subtopic 470-50)
6) 2020-04 Compensation-Stock Compensation (ASC 718)
7) 2020-04 Derivatives and Hedging – Contracts in Entity’s Own Equity (Subtopic 815-40)
8) 2020-05 Leases (ASC 842)
9) 2020-06 Presentation of Financial Statements (ASC 205)
10) 2020-06 Financial Services-Depository and Lending (ASC 942)
11) 2020-06 Financial Services-Investment Companies (ASC 946)
2020
ASU Topic
1) 2020-01 Investments – Equity Securities (ASC 321)
2) 2020-01 Investments – Equity Method and Joint Ventures (ASC 323)
3) 2020-01 Derivatives and Hedging (ASC 815)
4) 2020-02 Financial Instruments – Credit Losses (ASC 326)
5) 2020-02 Leases (ASC 842)
6) 2020-03 Codification Improvements to Financial Instruments
7) 2020-04 Reference Rate Reform (ASC Topic 848)
8) 2020-05 Revenue from Contracts with Customers (ASC 606)
9) 2020-05 Leases (ASC 842)
10) 2020-06 Debt – Debt with Conversion and Other Options (Subtopic 470-20)
11) 2020-06 Derivatives and Hedging-Contracts in Entity’s Own Equity (Subtopic 815-40)
12) 2020-07 Not-for-Profit Entities (ASC Topic 958)
13) 2020-08 Receivables-Nonrefundable Fees and Other Costs (ASC 310-20)
14) 2020-09 Debt (ASC Topic 470)
15) 2020-10 Codification Improvements
16) 2020-11 Financial Services-Insurance (ASC Topic 944)
2019
ASU Topic
1) 2019-01 Leases (ASC 842)
2) 2019-02 Entertainment Films Other Assets Film Costs (Subtopic 926-20)
3) 2019-02 Entertainment Broadcasters Intangibles Goodwill and Other (Subtopic 920-350)
4) 2019-03 Not-for-Profit Entities (ASC 958)
5) 2019-04 Financial Instruments – Credit Losses (ASC 326)
6) 2019-04 Derivatives and Hedging (ASC Topic 815)
7) 2019-04 Financial Instruments (ASC Topic 825)
8) 2019-05 Financial Instruments Credit Losses (ASC 326)
9) 2019-06 Intangibles Goodwill and Other (ASC 350)
10) 2019-06 Business Combinations (ASC 805)
11) 2019-06 Not-for-Profit Entities (ASC 958)
12) 2019-07 Codification Updates
13) 2019-08 Compensation Stock Compensation (ASC 718)
14) 2019-08 Revenue from Contracts with Customers (ASC 606)
15) 2019-09 Financial Services Insurance (ASC 944)
16) 2019-10 Financial Instruments Credit Losses (ASC 326)
17) 2019-10 Derivatives and Hedging (ASC 815)
18) 2019-10 Leases (ASC 842)
19) 2019-11 Financial Instruments – Credit Losses (ASC Topic 326)
20) 2019-12 Income Taxes (ASC 740)
2018
ASU Topic
1) 2018-01 Leases
2) 2018-02 Income Statement-Reporting Comprehensive Income
3) 2018-03 Technical Corrections and Improvements to Financial Instruments-Overall (Subtopic 825-10)
4) 2018-04 Investments-Debt Securities
5) 2018-05 Income Taxes
6) 2018-06 Codification Improvements to Topic 942, Financial
Services-Depository and Lending
7) 2018-07 Compensation-Stock Compensation
8) 2018-08 Not-For-Profit Entities
9) 2018-09 Codification Improvements
10) 2018-10 Codification Improvements to Topic 842, Leases
11) 2018-011 Leases (Topic 842): Targeted Improvements
12) 2018-12 Financial Services-Insurance
13) 2018-13 Fair Value Measurement
14) 2018-14 Compensation-Retirement Benefits-Defined Benefit Plans-
General
15) 2018-15 Intangibles-Goodwill and Other-Internal-Use Software
16) 2018-16 Derivatives and Hedging
17) 2018-17 Consolidation
18) 2018-18 Collaborative Arrangements (Topic 808) Clarifying the
Interaction between Topic 808 and Topic 606
19) 2018-19 Codification Improvements to Topic 326, Financial
Instruments-Credit Losses
2017
ASU Topic
1) 2017-01 Business Combinations
2) 2017-02 Not-for-Profit Entities-Consolidation
3) 2017-03 Accounting Changes and Error Corrections
4) 2017-04 Intangibles-Goodwill and Other
5) 2017-05 Other Income-Gains and Losses from the Derecognition of
Nonfinancial Assets
6) 2017-06 Plan Accounting
7) 2017-07 Compensation-Retirement Benefits
8) 2017-08 Receivables-Nonrefundable Fees and Other Costs
9) 2017-09 Compensation-Stock Compensation
10) 2017-10 Service Concession Arrangements
11) 2017-011 Earnings Per Share
12) 2017-12 Derivatives and Hedging
13) 2017-13 Revenue Recognition
14) 2017-14 Income Statement-Reporting Comprehensive Incomel
15) 2017-15 Codification Improvements to Topic 995
2016
ASU Topic
1) 2016-01 Financial Instruments-Overall
2) 2016-02 Leases
3) 2016-03 Intangibles-Goodwill and Other
4) 2016-04 Liabilities-Extinguishments of Liabilities
5) 2016-05 Derivatives and Hedging
6) 2016-06 Derivatives and Hedging
7) 2016-07 Investments-Equity Method and Joint Ventures
8) 2016-08 Revenue from Contracts with Customers
9) 2016-09 Compensation-Stock Compensation
10) 2016-10 Revenue from Contracts with Customers
11) 2016-011 Revenue Recognition
12) 2016-12 Revenue from Contracts with Customers
13) 2016-13 Financial Instruments-Credit Losses
14) 2016-15 Statement of Cash Flows
15) 2016-16 Income Taxes
16) 2016-17 Consolidation
17) 2016-18 Statement of Cash Flows
18) 2016-19 Technical Corrections and Improvements
19) 2016-20 Technical Corrections and Improvements to Topic 606, Revenue
from Contracts with Customers
2015
ASU Topic
1) 2015-01 Income Statement-Extraordinary and Unusual Items
2) 2015-02 Consolidation
3) 2015-03 Interest-Imputation of Interest
4) 2015-04 Compensation-Retirement Benefits
5) 2015-05 Intangibles-Goodwill and Other-Internal-Use Software
6) 2015-06 Earnings Per Share
7) 2015-07 Fair Value Measurement
8) 2015-08 Business Combinations
9) 2015-09 Financial Services-Insurance
10) 2015-10 Inventory
11) 2015-11 Plan Accounting
12) 2015-12 Revenue from Contracts with Customers
13) 2015-13 Interest-Imputation of Interest
14) 2015-14 Business Combinations
15) 2015-15 Income Taxes
2014
ASU Topic
1) 2014-01 Investments-Equity Method and Joint Ventures
2) 2014-03 Derivatives and Hedging
3) 2014-04 Receivables-Troubled Debt Restructurings by Creditors
4) 2014-05 Service Concession Arrangements
5) 2014-06 Technical Corrections and Improvements Related to Glossary
Terms
6) 2014-08 Presentation of Financial Statements
7) 2014-09 Revenue from Contracts with Customers
8) 2014-10 Development Stage Entities
9) 2014-11 Transfers and Servicing
10) 2014-12 Compensation-Stock Compensation
11) 2014-13 Consolidation
12) 2014-14 Receivables-Troubled Debt Restructurings by Creditors
13) 2014-15 Presentation of Financial Statements-Going Concern
14) 2014-16 Derivatives and Hedging
2013
ASU Topic
1) 2013-01 Balance Sheet
2) 2013-02 Comprehensive Income
3) 2013-04 Liabilities
4) 2013-08 SFinancial Services-Investment Companies
5) 2013-09 Fair Value Measurement
2012
ASU Topic
1) 2012-01 Intangibles-Goodwill and Other
2011
ASU Topic
1) 2011-02 Receivables
2) 2011-04 Fair Value Measurement
3) 2011-08 Intangibles-Goodwill and Other
4) 2011-09 Compensation-Retirement Benefits-Multiemployer Plans
5) 2011-11 Balance Sheet
2010
ASU Topic
1) 2010-03 Extractive Activities-Oil and Gas
2) 2010-06 Fair Value Measurements and Disclosures
3) 2010-10 Consolidation
4) 2010-20 Receivables
5) 2010-26 Financial Services-Insurance
2009
ASU Topic
1) 2009-12 Fair Value Measurements and Disclosures
2) 2009-13 Revenue Recognition
3) 2009-14 Software
4) 2009-16 Transfers and Servicing
5) 2009-17 Consolidations
What kind of MD&A data do you have?
We have quantified information including those presented in tables in our Financials Module. We also have historical information on companies’ MD&A as part of our Financials Module. In this Module, we provide textual analytics on disclosures made within MD&A in 10-Ks and 10-Qs. We benchmark disclosures within MD&A by accounting standards, adopted and yet to be adopted, recent accounting pronouncements, and other items.
Audit Fees & SOX
What data do you provide on audit fees?
Our database contains information on audit fees paid by public companies to all the public accounting firms by year and by index, including Dow 30, S&P 100, S&P 400, S&P 500, Russell 1000, Russell 2000, and Russell 3000.
Do you have information on auditor ratification votes?
Our database contains information on auditor ratification votes for the past eight years.
How do you show the interaction of SOX compliance requirements on audit fees?
Our database provides information on changes in audit fees for emerging growth companies (EGC) after SOX adoption.
How do I find tax fees paid by public companies to their auditors?
Our database provides audit fees, tax frees, and all other audit related fees.
What type of Sarbanes-Oxley internal controls and material weakness data does your database contain?
Our database contains information on:
ICFR Effectiveness/Ineffectiveness
Material Weaknesses
SOX-302
SOX-404
Internal Control in Financial Reporting Weaknesses and Remedies.
Financials
How does the platform get its financial information?
We parse:
Annual SEC Filings, including MD&A and Footnotes to Financials
Quarterly SEC Filings, Including MD&A and Footnotes to Financials
Earnings Releases, Income Statements, Balance Sheets, Cash Flow, Free Cash Flow (FCF), and non-GAAP (if provided)
Non-GAAP to GAAP Reconciliation (if provided)
CCurrent Event Releases.
Are the financials normalized across all companies?
Yes, thousands of data points are normalized across companies.
Are non-GAAP disclosures normalized across companies?
Yes non-GAAP metrics are normalized across companies for the same metric.
Is your financial data from XBRL?
No. The financial data in our database is from HTML, PDF, and text disclosures. Audited annual reports for 10-Ks are in HTML. Since XBRL annual reports are not audited by a public accountant, we do not believe they are a reliable data source.
What kind of financial data does CompanyIQ® AnswerDesk offer:
Our Financials module contains information on:
Statement of Comprehensive Income
Balance Sheet
Cash Flow
Earnings Per Share
Investments
Derivatives
Fair Market Measurements
Inventories
Property & Equipment
Intangible Assets
Debt
Income Taxes
Unearned Revenue
Leases
Stockholder Equity
Employee Stock & Savings Plan
Pension
How many years of data does CompanyIQ® AnswerDesk maintain on Financials?
Our database contains:
20 years of annual information
40 quarters of 10-Qs
12 quarters of earnings releases.
How quickly is the data updated?
Once released, the data is updated into the database for all datapoints within minutes.
Institutional Ownership & Activist Investors
What ownership information does the platform have?
We extract ownership information on insiders and institutions.
How does the platform get institutional ownership information?
Institutional ownership information is extracted primarily from SC 13D/G forms and associated with information in SC 13F filings.
What information is available on institutional owners?
Beneficial owners with mapping to groups within the beneficial owners
Percentage owned
Aggregate power
Dispositive power
Voting power.
How many years of data do you have?
10 years of institutional and fund ownership data for each company.
How do you gather activist information?
Our Activist Investors’ database contains SC 13D/G filings that are required within 10 days of when an activist investor takes a position in a company. Normally these filings will state the reason for the acquisition and include a letter to management where the activist investor states their demands.
How can we use the institutional ownership information?
The institutional ownership information indicates which funds have invested in a public company and their stake in that company. As they increase and decrease over time, you can identify the churn in ownership of the company and if IRS Section 382 rules kick in for any company. You can follow an individual company and track funds who take positions in them.
Custom Research Services
What type of custom research do you offer?
We can take any disclosed corporate data from SEC EDGAR filings and structure it into a customized template that fits your needs.
What format will you deliver the data in?
We can provide it in Excel with links to the source documents, CSV, JSON, or as an API feed.
Custom AI – TIME™
What can your Text Information Mining Engine TIME™ do?
It’s a language agnostic AI engine which can structure unstructured data from any type of document.
What do you offer in terms of artificial intelligence solutions?
Please contact us at 888-564-4910 or info@mylogiq.com to discuss how our proprietary artificial intelligence TIME™ Engine can help with structuring proprietary and internal unstructured documents.